Ryan Robertson (CRD# 7309576) is an Investment Advisor Representative working at Clune & Associates in Chicago, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clune & Associates | Chicago, IL | Jun 2023 - Current | < 1 |
| Clune & Associates | Chicago, IL | Jun 2022 - Current | 1 |
| Fidelity Investments | Covington, KY | Oct 2020 - May 2022 | 1 |
| Great Lakes Water Sports | Cleveland, OH | Jun 2020 - Sep 2020 | < 1 |
| Miami University | Oxford, OH | Aug 2016 - May 2020 | 3 |
| National Interstate Insurance | Richfield, OH | May 2019 - Sep 2019 | < 1 |
| Ace Hardware | Oxford, OH | Dec 2018 - Feb 2019 | < 1 |
| E&m Consulting - Raymond James | Strongsville, OH | May 2018 - Aug 2018 | < 1 |
| City Of Strongsville | Strongsville, OH | Jun 2016 - May 2018 | 1 |
| Versace | Strongsville, OH | Dec 2016 - Jan 2018 | 1 |
| Polarx Ornament And Gift | Strongsville, OH | Dec 2016 - Jan 2017 | < 1 |
| Strongsville City Schools | Strongsville, OH | Aug 2010 - May 2016 | 5 |
| Sears Holdings Corporation | Strongsville, OH | Nov 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- IL
- TX
-
Total Assets Under Management583MILLIONS
-
Total Number of Accounts772ACCOUNTS
-
Average Account Value$754,786
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, IL, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.